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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,381 | $149,040-77.6% | $120,225-72.2% | $137,256-75.7% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 9.92% | 605.68%-595.8pp | 439.23%-429.3pp | 220.34%-210.4pp |
| Employer contribution / active EE | $2,224 | $4,350-48.9% | $3,475-36.0% | $4,156-46.5% |
| Participant deferral / active EE | $4,447 | $4,655-4.5% | $3,999+11.2% | $6,407-30.6% |
| Admin fee / account holder | $14,328 | $6,348+125.7% | $5,696+151.5% | $12,270+16.8% |